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PROFESSIONAL SERVICES

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is the leading technology innovator at the intersection of global business & government, and a provider of policy-related data, news, and workflow tools. From legislative and regulatory monitoring, to stakeholder management, grassroots and digital advocacy, FiscalNote’s issues management solutions help organizations of all shapes and sizes effectively manage the impact of the outside world.

FiscalNote’s Professional Services team is an elite group of consultants who work with clients like you to maximize value delivered on top of FiscalNote’s software. With a wide range of legal, government, consulting, and technology experience, our team has the unique ability to deliver value to teams in a myriad of areas:

• Policy assistance and issues management summarization

• Digital visualizations and mapping of policy

• Customized policy research and analysis

• Social media gathering and trend analysis

• Market intelligence gathering and reporting

• Mass data scraping and mining for in-depth trend analysis

Policy Analysis & Reporting

Local Government Tracking

Building Code Tracking & Reporting

Government Policy Map

District Footprint Map

Industry Assessment Reports

Influencer Quotes

Government Procurement Dashboard

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SAMPLE OF SERVICES:

Custom Service Description

Curated Watchlists Your Consultant reviews your Discovery Alert results daily. Using expert judgement, informed by the your input, your Consultant associates all relevant results to your Issues.

Weekly Status Reports Your Consultant prepares weekly reports that include all bills and rules currently being tracked and any recent updates on each.

Bill Summaries Your Consultant summarizes all watched bills to highlight the content that matters most. Summaries are included in the FiscalNote platform and weekly reports

Policy Support & Analysis Your Consultant is available to answer any questions you may have about the status of a bill, legislative procedures, third-party interest in a bill, and other qualitative information.

Intelligence Gathering Upon your request, your Consultant reaches out to the professional and legislator staff to gather deeper insights about a bill such as procedural nuance, legislator’s motivation, and more.

Legislator Scorecard Reporting The legislator scorecard provides an objective, data-driven view of how well members of Congress are aligned with your organization’s voting preferences.

Session Win-Loss Reporting Demonstrate your team’s successes through a year-end win/loss report that is consistent with your branding and customized to your audience.

Client Success StoryA trade association representing healthcare organizations struggles with policy information overload as states states try to adjust healthcare laws due to an uncertain federal policy. Their members, a diverse set of Fortune 500 stakeholders, demand information curated for their specific needs.

A FiscalNote Consultant sorts through relevant public policy to find and categorize key pieces of legislation impacting members. They then use custom reporting tools to present only the relevant data to key sub-groups of industry stakeholders, making the trade association’s job easier and more impactful.

Policy Analysis & ReportingYour responsibility at your organization often lies in mitigating risk, anticipating potential compliance requirements, and alerting stakeholders of policy changes that could affect them. Staying on top of relevant legislation and regulation is an important yet cumbersome part of all of those critical responsibilities.

Sifting through bill introduction alerts, identifying relevant bills, and monitoring them throughout the process can be very time consuming. FiscalNote’s Policy Analysis & Reporting service provides you with a dedicated FiscalNote Consultant who will work with your team to triage and summarize the vast array of legislation being introduced. Your FiscalNote Consultant provides expert analysis right on the platform through the following services:

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EXAMPLE | Analysis Report

EXAMPLEInternational Summary

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Current Channels

Animals & Pets Legal

Civil Rights Privacy & Consumer Protection

Education Real Estate

Emerging Technology Retail

Employment & Labor Tax

Entertainment Technology

Environment & Sustainability Tobacco & Alcohol

Food & Beverage Cannabis

Healthcare Transportation

Hospitality

Local Government TrackingAs Congress stalls, local governments lead the way in implementing public policy that affects their residents. Often, that public policy has big implications for organizations of any size on issues like minimum wage, sales taxes, transportation networks, and more.

Tracking ordinances for thousands of municipalities can be a challenge. FiscalNote’s Local Government Tracking service makes it easy, allowing you to follow local laws, resolutions, speeches, hearings, and more.

You simply subscribe to a topic and receive daily updates on new laws for any city or county with a population over 10,000. You also have access to a web-based dashboard where you can view, sort, and filter all of your results, making sure you never miss a thing.

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EXAMPLE | Local Ordinance Dashboard

Code Packages and Reporting Options:

Building Codes Plumbing Codes Zoning Codes

Green Build ing Codes Existing Building Codes Swimming Pool & Spa Codes

Commercial Codes Health Codes Fire Codes

Fuel and Gas Codes Zoning Codes Property Maintenance Codes

Residential Codes Windland-Urban Interface Codes Private Sewer Disposal Codes

Electrical Codes Housing Codes

Building Code Tracking & ReportingThe building code creation and adoption processes vary across states, presenting a challenging compliance and regulatory burden on organizations that need to monitor code adoption. Additionally, a wide variety of stakeholders participate in these processes, including the International Code Council, state fire marshal’s offices, state building departments, bureaus of labor and industry, and others. These organizations publish their activities as they relate to the code development process to varying degrees.

FiscalNote’s Building Codes Tracking & Reporting service aggregates information about the adoption, modification, and enforcement of state and local codes having to do with model codes published by the International Code Council and other industry standard-setting bodies.

The service is displayed through a custom dashboard and notifies you of any changes via email. We ensure consistency and coverage at every level by also providing you with hearing dates, meetings, and up-to-date information about stakeholders relevant to the processes.

Client Success StoryA building materials organization had lost substantial market share due to the code adoption lobbying efforts at the state level of a competing building materials association. The government affairs team had no mechanism for monitoring proposed code changes. The team used FiscalNote’s weekly reports on state building code council and commission activity, as well as state contacts database, to counter this influence and grow market share. By leveraging FiscalNote’s Building Codes Monitoring & Reporting dashboard, the organization was able to pass bills that favorably affected the model code and increased the opportunity for their products across state markets.

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EXAMPLE | Building Codes Tracking & Reporting Dashboard

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Capabilities Benefits

Automated: We’ll help you configure the Advocacy Map once and your work is done

Timely: Rest assured the information is synced on a daily basis

Custom: Pick and choose what policy information you’d like to display

Interactive: Engage with a visually-appealing dashboard that matches your organization’s brand

Mobile-friendly: Access on your iOS and Android device so you’re always informed.

Client Success StoryThe Education Commission of the States (ECS) had a policy portal on their homepage with a map that categorized important education bills by key issue areas. Upkeep of this map was very labor intensive because the work they did in Westlaw + Salesforce did not automatically update the portal. FiscalNote’s Government Policy Map allows ECS to do all their work in the issues management platform without having to worry about how to transfer that work over. The Government Policy Map allows ECS members to easily search for bills, access priorities, and see policy trends across states. The interactive dashboard makes the work the ECS policy team does more valuable and accessible for their members.

Government Policy MapBusinesses, trade associations, and nonprofits need to regularly communicate updates on key public policy issues that affect their organizations to their leadership, members, or advocates. Oftentimes, this information is shared via long documents or static web pages that can be burdensome to read.

FiscalNote’s Government Policy Map embeds a beautiful, customizable dashboard on your organization’s internal

or external facing website to keep everyone informed and aligned. And, because it’s synced directly with the FiscalNote issues management platform, all of your bills, rules, actions, and notes are uploaded automatically with no additional effort. This way, all of your stakeholders are aware of the government policies that impact your organization. Interested to see the ways your organization impacts a District? Check out our District Footprint Map on page 10.

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EXAMPLE | Embedded Policy Data Map

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District Footprint MapYour organization’s most likely operates at a national level, and its footprint extends across several states, cities, and counties. Mapping your organization’s data to each of these districts can be technologically challenging – but it doesn’t have to be.

FiscalNote’s District Footprint Map visually maps your organization’s data such as employee numbers, physical

locations, and other information to federal and state legislative districts. Similar to the Government Policy Map, this tool allows people within and outside of, your organization to clearly understand and communicate your impact on legislative districts, the constituents within them, and the legislators representing them.

EXAMPLE | District Footprint Map

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Industry Assessment ReportsFiscalNote’s Industry Assessment Reports combine policy & geopolitical insights, industry news, and market intelligence to give a strategic look at the most important weekly developments within a given industry.

FiscalNote Consultants take a multi-disciplinary approach to evaluating risks and opportunities, which provides organizations the situational awareness you need to make better decisions.

EXAMPLE | Finance Report

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Influencer Quotes FiscalNote’s Influencer Quotes delivers a weekly newsletter of how government officials and key stakeholders are discussing the issues that you care about. For example, when you subscribe to Health Quotes, you receive weekly intelligence every time a legislator or key influencer discussed topics related to healthcare in the press, on the Hill, and in any other public statement.

You can also leverage Influencer Quotes to monitor mentions of your own organization’s name to get a pulse of your reputation across government officials, the media, and more.

EXAMPLE | Influencer Quotes Report

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Government Procurement DashboardFiscalNote’s Government Procurement Dashboard helps you access and take action on government procurement opportunities at the Federal and State levels.

FiscalNote’s holistic approach to procurement monitoring follows opportunities through their entire lifecycle, beginning with Federal appropriations bills and following the opportunities all the way through to state RFP release and bid awards.

EXAMPLE | Government Procurement Dashboard

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YOU need to understand how global issues will affect your organization and what you can do about them. offers solutions to mitigate risk, identify opportunities, and measure success.

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